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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $5.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 281280 (-1)

3.16% less ownership

Funds ownership: 90.51%87.35% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

15% less capital invested

Capital invested by funds: $5.99B → $5.1B (-$896M)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
27
Increased
84
Reduced
116
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$1.1M -$211K -5,063 -16%
CL
102
Choreo LLC
Illinois
$1.1M +$424K +10,193 +60%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$1.07M +$655K +15,722 +144%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.07M -$54.1K -1,300 -5%
SIM
105
Studio Investment Management
Illinois
$1.07M +$147K +3,536 +15%
EW
106
Evoke Wealth
California
$1.04M -$142M -3,407,367 -99%
Truist Financial
107
Truist Financial
North Carolina
$1.04M +$1.08M +25,929 New
KeyBank National Association
108
KeyBank National Association
Ohio
$1.01M
GCP
109
GSA Capital Partners
United Kingdom
$981K +$810K +19,447 +389%
Comerica Bank
110
Comerica Bank
Texas
$948K +$151K +3,634 +18%
KTA
111
Keeley-Teton Advisors
Illinois
$943K +$791 +19 +0.1%
PHS
112
Pekin Hardy Strauss
Illinois
$935K -$5.21K -125 -0.5%
LSIA
113
LaSalle St. Investment Advisors
Illinois
$922K -$109K -2,616 -10%
LMKC
114
L.M. Kohn & Company
Ohio
$913K +$20.2K +486 +2%
BBHC
115
Brown Brothers Harriman & Co
New York
$906K -$45.1K -1,083 -5%
FA
116
Fiducient Advisors
Illinois
$894K
CWM
117
Cedar Wealth Management
California
$884K
IFPG
118
Intrepid Financial Planning Group
Indiana
$851K -$1.04K -25 -0.1%
BWA
119
Beam Wealth Advisors
Louisiana
$816K +$846K +20,329 New
Cerity Partners
120
Cerity Partners
New York
$794K -$12.2K -293 -1%
CM
121
Columbus Macro
Pennsylvania
$789K -$21.6K -518 -3%
IAS
122
Insigneo Advisory Services
Florida
$787K +$851K +20,438 New
PA
123
Pinnacle Associates
New York
$784K -$17.6K -422 -2%
MFAM
124
M Financial Asset Management
Oregon
$780K -$114K -2,727 -12%
TPCW
125
TD Private Client Wealth
New York
$778K -$70.3K -1,688 -8%

GUNR Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.

  • 280 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2024, down from 281 in Q1 2024.
  • Funds reported $5.1B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2024 was Northern Trust, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2024.